Institutions / Broad Bay Capital Management, LP
Broad Bay Capital Management, LP
CIK 1759115 · Institution · as of Dec 31, 2025
Portfolio value
$875.37M
Positions
28
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 28 →
| Company | Value | % of portfolio |
|---|---|---|
| Atlanta Braves Holdings, Inc. | $86.90M | 9.9% |
| Rocket Companies, Inc. | $80.29M | 9.2% |
| AppLovin Corp | $67.50M | 7.7% |
| Cavco Industries, Inc. | $66.93M | 7.6% |
| Aar Corp | $55.01M | 6.3% |
| Alignment Healthcare, Inc. | $49.59M | 5.7% |
| Reddit, Inc. | $49.45M | 5.6% |
| Lionsgate Studios Corp. | $47.18M | 5.4% |
| Somnigroup International Inc | $34.41M | 3.9% |
| Globalstar, Inc.GSAT | $34.00M | 3.9% |
| FTAI Aviation Ltd | $30.83M | 3.5% |
| Hub Group, Inc. | $30.42M | 3.5% |
| Fair Isaac Corp | $29.04M | 3.3% |
| ACM Research Inc | $25.73M | 2.9% |
| Brinker International, Inc | $25.12M | 2.9% |
| WillScot Holdings Corp | $24.65M | 2.8% |
| Ross Stores, Inc. | $23.62M | 2.7% |
| Powell Industries Inc | $22.31M | 2.5% |
| Okta, Inc. | $19.89M | 2.3% |
| Minerals Technologies Inc | $17.31M | 2.0% |
| Celsius Holdings, Inc. | $16.15M | 1.8% |
| Green Plains Inc. | $14.05M | 1.6% |
| Victoria's Secret & Co. | $8.17M | 0.9% |
| Citi Trends Inc | $6.65M | 0.8% |
| Bloomin' Brands, Inc. | $6.03M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.